When it comes to financial planning, simple is better. Greg approaches all of his clients with the same simple mission: to make it easier for people to understand the various components of a financial plan and how they work together. When clients have the knowledge they need to make educated financial decisions, it leads to an increased sense of control, less stress, and most importantly, a feeling of confidence.
Greg received his Bachelor’s Degree from Siena College and earned his MBA from Excelsior College. He was born and raised in the Capital Region, and is an active member of the community. Greg has served on Board of Directors, supports several organizations, including Out of the Pits and St. Jude’s Children’s Hospital, and offers public seminars each year to promote financial education.
Greg is a loyal fan of the New York Giants and New York Mets. He is an avid history buff with a wealth of knowledge that he shares with his friends and acquaintances. He enjoys the occasional round of golf, reading, and exploring culinary experiences.